Five factors that slow down the pace of distribute

2022-08-18
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Five factors that slow down the pace of distributed photovoltaic power generation

from 2012, the relevant national departments began to vigorously promote the application demonstration area of distributed photovoltaic power generation. By 2013, the management, merger and Subsidy Methods of distributed photovoltaic power generation were intensively released throughout the year. The national support is not great, but in fact, the whole distributed photovoltaic industry has not seen the expected rapid development, which can only be described as tepid. The author believes that the reason lies in the following five aspects

higher power generation cost

the distributed photovoltaic power generation referred to by the author generally refers to the user side photovoltaic power generation projects that meet the spontaneous self use ratio and have a single point of consolidation below 6 megawatts. Such projects usually range from several thousand watts to several megawatts. The smaller the capacity of a single project, the higher the unit cost

however, the odor generated by adsorbable recycled plastics or additives, even for large-scale distributed projects at the megawatt level, the lcoe (kilowatt hour cost accounting) is basically around 0.8 yuan/kWh. Compared with the weighted average price (0.7~0.9 yuan/kWh) of normal industrial and commercial power consumption during the photovoltaic power generation period (around 8:00 to 16:00 early), the price advantage is not obvious. Even with the distributed subsidy of 0.42 yuan/kWh given by the state, the return on investment of the project is not very high, and the payback period of investment is basically about 6-8 years

despite the sharp cost reduction in previous years, the system cost of 7-10 yuan/watt distributed photovoltaic power generation project is relatively high. In order to promote in China, the continuous decline of cost is an urgent problem to be solved in the photovoltaic industry

this depends on the joint efforts of the upstream and downstream of the crystalline silicon system, as well as the continuous R & D investment to bring lower manufacturing costs and higher power generation efficiency

the proportion of self use is difficult to control

according to the situation learned by the author, as the surplus electricity is sold to power enterprises, they can only get the electricity price on the thermal power desulfurization benchmark (ranging from 0.25 to 0.52 yuan/kWh) plus a subsidy of 0.42 yuan/kWh, which is far lower than the price level of self use. If distributed photovoltaic power generation projects want to achieve the best rate of return, the higher the proportion of self use is, the better, and the lowest is generally not less than 70%, Otherwise, the return on investment will be ugly, but the guarantee of the proportion of self use can be divided into two levels: first, when selecting the roof, we should understand the power load of the roof owner, and ensure that the photovoltaic peak power does not exceed the valley value of the owner's power load during the photovoltaic power generation period in the design, so as to ensure that the proportion of self use can reach the highest. However, since special circumstances are not excluded, although 100% spontaneous self use can not be guaranteed, 90% is still possible

second, due to the different nature of the owners of the roof industry in the collection and display of experimental data, the owner's business situation is uncontrollable. If the owner's poor management leads to a sharp decline in power consumption or simply shut down or go bankrupt, most of the power generated by the photovoltaic system on the roof will be transferred to the surplus (that is, the proportion of spontaneous self use will be reduced to the minimum), which can only ensure the minimum income in theory

therefore, the risk control of self use proportion lies in the roof owner selection and system capacity design at the initial stage of project design. The roof of enterprises with relatively stable business conditions is more suitable. Whether using contract terms or credit guarantee to control this risk is what investors need to pay attention to. In addition, remember that distributed photovoltaic projects are not like the golden sun project. They do not rely on capacity to win, but must rely on utilization efficiency to achieve better benefits

the electricity bill settlement is complicated

Dr. Michael zobel, head of the Ministry of high performance plastics industry, stressed: "We have passed the most difficult period. In order to obtain the maximum benefits from the distributed photovoltaic power generation project, it is the most important to realize the spontaneous self use of the generated power.

if it is only self invested and self built, there is no problem of settling the electricity bill with a third party. However, if it is invested by a third party and adopts the contract energy management mode to cooperate and share the benefits with the roof owner, it means that the roof owner should pay the current contract energy management electricity price on a monthly basis Expenses

however, in China's unique business environment, a single contract energy management agreement is not enough to control the risk of electricity bill settlement, so how to control this risk has become the biggest concern of the investors of distributed photovoltaic power generation projects

at present, the risk control methods in this regard include designing corresponding insurance products in cooperation with insurance companies, providing guarantees to the roof projects of its subsidiaries through the parent company of the group, or packaging many small projects into a whole through breaking up into parts and following the risk dispersion principle of the law of large numbers. China has issued the national new material industry "1025" development plan, or through local government guarantees, Or through joint ventures with roof owners to ensure income security. Each method has its own advantages and disadvantages. In a word, only finding a risk control mode that is suitable for itself and the characteristics of distributed photovoltaic power generation can ensure the stability of income

difficulties in paying subsidies on behalf of others

after the promulgation of the Interim Measures for the administration of distributed photovoltaic power generation projects, relevant departments in all regions have rules to follow, and the filing and merger application of distributed projects are basically relatively smooth. With the increase of projects and the expansion of influence, the support attitude and business capacity of all regions have improved. At present, there is no policy risk

as for the subsidy payment on behalf of power enterprises, there is no issue of invoicing for projects in which the company legal person is the investment subject, but only the issue of how to implement the halving of value-added tax. Although the State Administration of Taxation has clear documents, the implementation situation in various places is different so far, which requires the unified understanding and practical implementation of local tax departments

the biggest problem is the household distributed photovoltaic power generation project, which is the subject of natural man-made investment. Because the problem of natural man issuing invoices on behalf of the tax authorities cannot be solved, at present, local power enterprises can only advance the desulfurization coal price and distributed subsidies, and pay the other half of the value-added tax after issuing the supplementary invoice

financing is difficult

distributed photovoltaic project financing is a relatively prominent problem at present. Due to the long payback period of investment and the existence of the above factors, financing institutions, including banks, have so far paid attention to distributed photovoltaic power generation projects, but temporarily did not participate. As far as I know, even the National Development Bank, which has long supported the development of power industry, has limited support for the first batch of 18 distributed photovoltaic project demonstration areas. After all, even CDB should follow the premise of maintaining loans and controlling risks to issue loans. Therefore, it is difficult for investors of distributed photovoltaic projects to obtain financial support from financial institutions under the condition of insufficient funds

of course, even if there are some of the above risks, the yield is basically guaranteed by 100% capital investment. However, due to the absence of the economic lever of loan, photovoltaic power generation, a capital intensive industry, has prominent characteristics of large capital occupation and turnover pressure, which is not conducive to the entry of external funds, including all kinds of asset management institutions (securities, funds, insurance, trust like, financial leasing, etc.) from the perspective of financial investment, and greatly affects the social participation of distributed photovoltaic power generation

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